User 44674

Natural Gas: Long-Term Bull, Short-Term Bear (Part 2)

Question: With all the LNG facilities recently built or under construction in this country, why don't they go both ways? Currently, with the exception of Alaska, all our LNG facilities can only import, not export, LNG. Then, and only then, will natural gas be a world commodity like oil.

Market Notes: Expecting a Pullback

Two days later, those gains become losses. The Market is amoral. Just look at AIG today.

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We've still got a couple years. In the meantime, some of them may be gobbled up...


On Nov 10 03:48 PM dubious wrote:

> ....... he also ignores altogether the exodus from CanRoys to occur
> with the new Can tax law going into effect...........

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Canroy's; that's what he's talking about. I've owned them for some time now. There's about 35 of them and, since they've all been clobbered, yield over fifteen percent (some closer to twenty). Things to watch out for: High cash/debt levels, like Harvest with 3 to 1 . Also look at RLI (reserve life) . For example, NAL trust is a tad low with six years, while Provident (PVE) has a good ten years I've owned both. NAL has a low debt ratio of 0.5 and Provident is balanced, with an undervalued midstream business to go along with the other two. They got out of Breitburn in the nick of time with about 500M which helped pay down their debt (went from 2.2 to 1.1). They produce some 28K boe/d (about 50/50).